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Bogart Wealth LLC’s Meritage Homes MTH Stock Holding History

Bogart Wealth LLC’s Portfolio MTH Stock Details MTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.44K Buy
53
+33
+165% +$2.25K ﹤0.01% 1236
2026
Q1 		$1.24K Buy
20
+12
+150% +$848 ﹤0.01% 1393
2025
Q4 		$526 Hold
8
– – ﹤0.01% 1454
2025
Q3 		$579 Hold
8
– – ﹤0.01% 1375
2025
Q2 		$536 Buy
+8
New +$530 ﹤0.01% 1330

Other funds holding MTH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bogart Wealth LLC's MTH Position: Q2 2026 in Review

Bogart Wealth LLC increased its Meritage Homes (MTH) stake by 165% in Q2 2026, buying an estimated $2.25K and bringing the position to 53 shares worth $4.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Bogart Wealth LLC first reported a position in MTH in Q2 2025 and has held it in 5 quarters since. 401 funds tracked by Wall St. Rank hold MTH as of Q2 2026.

  • Bogart Wealth LLC held 53 shares of Meritage Homes worth $4.44K as of Q2 2026.
  • Bogart Wealth LLC bought 33 Meritage Homes shares in Q2 2026, an estimated $2.25K.
  • Meritage Homes made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1236 holding.
  • Bogart Wealth LLC first reported a position in Meritage Homes in Q2 2025 and has held it in 5 quarters since.
  • 401 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.